Atria Investments’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
1,316
+69
| +6% | +$23.5K | 0.01% | 1484 |
|
|
2025
Q1 | $453K | Sell |
1,247
-355
| -22% | -$129K | 0.01% | 1405 |
|
|
2024
Q4 | $581K | Buy |
+1,602
| New | +$581K | 0.01% | 1249 |
|
|
2024
Q3 | – | Sell |
-571
| Closed | -$218K | – | 1936 |
|
|
2024
Q2 | $218K | Buy |
+571
| New | +$218K | ﹤0.01% | 1772 |
|
|
2020
Q2 | – | Sell |
-1,105
| Closed | -$213K | – | 593 |
|
|
2020
Q1 | $213K | Buy |
+1,105
| New | +$213K | 0.02% | 515 |
|
|
2019
Q3 | – | Sell |
-894
| Closed | -$224K | – | 896 |
|
|
2019
Q2 | $224K | Sell |
894
-60
| -6% | -$15K | 0.01% | 862 |
|
|
2019
Q1 | $206K | Buy |
+954
| New | +$206K | 0.01% | 856 |
|
|
2017
Q4 | – | Sell |
-1,052
| Closed | -$240K | – | 833 |
|
|
2017
Q3 | $240K | Buy |
1,052
+181
| +21% | +$41.3K | 0.01% | 685 |
|
|
2017
Q2 | $222K | Buy |
+871
| New | +$222K | 0.01% | 668 |
|